I have 25 years experience in the Financial Services industry with the last 17 years advising clients on a wide range of Financial Planning issues. I enjoy meeting clients from all walks of life but have a particular expertise in clients aged 60+ advising them through retirement, inheritance tax planning and funding long term care. As a divorcee myself, I also empathise greatly with those going through a divorce and am able to advise them on pensions splitting and investing the proceeds of a divorce settlement.
I am a highly qualified adviser, graduating from University with a BA (Hons) Financial Services and hold the ‘gold standard’ Chartered Financial Planner status from the Personal Finance Society, which only 10% of advisers in the UK hold.
When not advising clients, I enjoy camping and geocaching with my two young daughters and going to bootcamp and participating in Obstacle Course Races with my friends, and more recently, throwing axes.